Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management, family office, and retirement plan services are charged as a percentage of assets under management, up to a maximum of 1.25%. Family Office Advisory Consulting services can range up to 1.00%. Fees are negotiable and agreed upon in advance. Consulting services are billed hourly ($150-$1,200) or fixed fee ($5,000-$300,000). TFO requires an annual minimum fee of $50,000 for Wealth Management and Full Service Clients, but this may be waived at their discretion.
Areas of Practice
Advisor Information
Office location
1440 Arrowhead Drive, Maumee, OH, 43537
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Christopher is a partner at Husch Blackwell, LLP focusing on estate planning, which takes nearly full-time hours. He is also involved in various investment-related and non-investment related entities, including real estate, trust companies, marketing, financial education, and holding companies, requiring varying time commitments from minimal to about a quarter of his time.